Family Office Associate
Core
Supporting the delivery of high-quality family office and investment administration services, including portfolio administration, report preparation, and compliance support.
Role type
Associate in family office administration and investment support
Builds
Investment portfolio reports, Investment Policy Statements, and strategic asset allocation recommendations for family clients
Domain
Financial services / Family Office / Investment Administration
Required skills
Portfolio administration, report writing, compliance support, stakeholder coordination, data collation, client service, fee consent processing, AML/CTF compliance
Preferred skills
Experience in professional services, financial services, banking, or investment environments; qualifications in Commerce, Accounting, Finance, or Economics; experience with Xplan, IressFE, or similar investment platforms
Technologies
Xplan, IressFE, Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Responsibilities
Collate and review client investment portfolio data; Assist with report writing and strategic asset allocation recommendations; Support the Family Office Investment Committee with agendas and minutes; Maintain accurate client data; Prepare and lodge fee consent applications; Ensure AML/CTF requirements are current; Liaise with fund managers and service providers; Prepare background materials for meetings; Identify cross-selling opportunities
Seniority
Junior to Mid-level, hands-on IC